Oracle’s (NYSE:ORCL) profile in cloud infrastructure and cloud applications has grown alongside continued demand for ...

Oracle is preparing to raise about $50 billion during 2026 as it accelerates spending on data centres, specialised chips and network capacity to meet a sharp rise in demand for artificial-intelligence ...

Oracle plans to raise $45-50 billion through debt and equity to accelerate cloud buildouts for AI, highlighting the cost of staying competitive in the compute race and the importance of ...

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A ...

Oracle (NYSE:ORCL) has launched a Life Sciences AI Data Platform using generative AI to support drug development and clinical ...

Oracle operates in the technology sector, with a core focus on enterprise software and cloud services. The company is widely ...

Learn about the best ERP software available right now, including SAP S/4HANA, Oracle NetSuite ERP, and Microsoft Dynamics 365.

Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth-quarter 2025 investor letter. A ...

The sell-off in software stocks could be an incredible buying opportunity for long-term investors.

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, ...

AI is a great tool for helping companies build and scale, but you still need to have employees who know code. It’s important ...

We overlay our investment process with broad knowledge of the global economy. We overlay the security selection and capital ...